Employee experience

5 of the Best CRM Softwares for Remote Working Teams

March 1, 2019
|
5
Min Read

If you are a salesperson, you know a great Customer Relationship Management (CRM) plays an essential role in making or breaking a team.

Broadly put and by the book - Customer-Relationship Management is an approach to manage a company's interaction with current and potential customers. It uses data analysis with a customers' history with the company to help improve business relationships with customers. It specifically focuses on customer retention and driving sales growth.

If you are not sure about the best-pick for your business, this article was tailor-made for you. This article will help you understand the nuances of CRM and a list of the top CRM software, you can pick from.

Here are some functions a CRM software can help you with:

  1. It lets you store all your prospects and customers.
  2. It makes calls, sends emails, and create reports.
  3. It helps you schedule appointments, add notes, and manage your sales pipeline for you.
  4. Provides insight into who opened your latest email—without ever stepping out of the CRM software.

Why does your business need a CRM model?

There’s massive effort that goes into building a contact list, maintaining touch points and a perfect balance between being forgetful or too spammy. In such cases, a software that tracks it all comes in handy.

When it comes to remote teams, it’s a completely different ball-game. Your remote teams may majorly consist of field sales or virtual sales teams Choosing the right CRM software, in these cases become  essential to tackle pain-points which arise from association with remote teams..

Must-haves for a good CRM software:

  • Across devices
  • Browsers and operating systems
  • Integrations with softwares you use
  • Options to collaborate
  • Ease of accessibility

Top 5 CRM software based on your business needs:

Copper

Copper, previously known as ProsperWorks, is a professional online CRM platform specifically designed for Google Apps users. This platform aims to improve interaction with your customers, thereby enhancing….

If your system is already built on Google, Copper is the system for you. When you update your contacts’ information in Gmail, everything gets automatically updated in your CRM, as well. (and vice versa). Copper works as a Google contacts manager, which means that it hooks up with your Gmail, Google Calendar, Docs, and more—all, without messy spreadsheets or workarounds.

More details: Copper CRM here.

HubSpot CRM

HubSpot CRM automates the tasks that salespeople hate!

It also takes just minutes to learn – not months.

This means more time to convert leads to deals  while spending lesser time in data entry. Additionally, interactions can be tracked automatically, and deals can be displayed on one dashboard with full visibility. Despite being free, HubSpot CRM imposes no restrictions on how many users or contacts you can involve. In fact, you get to manage as many as 1,000,00 contacts and make the data accessible to all team members.

More details: Hubspot CRM here.

Salesforce Essentials


With Salesforce Essentials, you can collect and organize all your support channels into a single view of your cases. This dashboard can accessed from anywhere and from any device of your choice. Some of the features it offers are automation of repetitive tasks, routing of each question to the right agent, and allocation of work based on individual availability and expertise.

Additionally, you can also see all your customer details and critical apps (for marketing insights, visitor insights, mail logs) on one screen. Since Service Cloud Essentials is built on the Salesforce Platform, teams effortlessly stay informed and connected.

More details: Salesforce CRM here.

Freshsales

With Freshsales, you can transform your sales pipeline into a well-oiled revenue engine. You can organize, analyze, prioritize and close deals faster, thereby also increasing the overall visibility and velocity to your pipeline.

One of the most significant advantages of this system is its flexible and affordable price. Freshsales is free to use for small teams while mid-sized businesses and corporations can shift to paid packages, effortlessly. Also, there are no recurrent costs and hidden fees – you get what you pay for.

An intuitive user experience, a clean interface and minimal time required to get started: these are important indicators of simple CRM software, and that’s what Freshsales CRM is all about.

More details: Freshsales CRM.

Pipedrive

With Pipedrive, all your emails, calls, and progress are tracked automatically. Pipedrive clears the way so you can focus on doing what you do best.

When firing up Pipedrive, you’ll always land on a single, streamlined view of your sales process. This helps in providing clarity and gets your team on the same page. Pipedrive also keeps your actions "on-point" and not "off-target" and your goals "realistic" and not "idealistic."

More details: Pipedrive CRM.

So which one would you pick?

Returns On Investment (ROI) on CRM is approximately $5 to every $1 invested (Baseline), so pick a great one.

If you are a startup, Salesforce Essentials is ideal for a team size of up to 10 people. It also comes with a setup assistant to assist you through the entire process, and an option to scale up as you grow.

And of course, if you are a hardcore Google loyalist, go for Copper.

If you are looking for a scalable but intuitive and simple interface for a mid-sized team, Freshsales should be your pick. It is free for small businesses as well!

If you cannot make up your mind, we suggest going with the Hubspot CRM software, it’s the easiest to learn, it’s versatile and a 100% free.

Looking for more ways to ease in things for your remote working teams? We believe a great co-working space can make a world of difference. Here’s a list of the best spaces in the world.

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